Capstone Investment Advisors
PPL

Capstone Investment Advisors’s PPL Corp PPL Stock Holding History

Capstone Investment Advisors’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,600
Closed -$231K – 1797
2025
Q4 		$231K Sell
6,600
-2,600
-28% -$93.7K ﹤0.01% 1460
2025
Q3 		$342K Buy
9,200
+900
+11% +$32.3K ﹤0.01% 1593
2025
Q2 		$281K Sell
8,300
-4,800
-37% -$167K ﹤0.01% 1407
2025
Q1 		$473K Buy
13,100
+1,000
+8% +$33.9K ﹤0.01% 1093
2024
Q4 		$393K Sell
12,100
-23,200
-66% -$764K ﹤0.01% 1394
2024
Q3 		$1.17M Buy
35,300
+4,800
+16% +$147K ﹤0.01% 915
2024
Q2 		$843K Sell
30,500
-700
-2% -$19.6K ﹤0.01% 1057
2024
Q1 		$859K Sell
31,200
-10,600
-25% -$282K ﹤0.01% 1240
2023
Q4 		$1.13M Buy
41,800
+17,400
+71% +$441K ﹤0.01% 1009
2023
Q3 		$575K Buy
24,400
+5,900
+32% +$153K ﹤0.01% 1246
2023
Q2 		$490K Buy
18,500
+6,300
+52% +$174K ﹤0.01% 1174
2023
Q1 		$339K Sell
12,200
-46,800
-79% -$1.33M ﹤0.01% 1140
2022
Q4 		$1.72M Buy
59,000
+8,000
+16% +$220K 0.01% 754
2022
Q3 		$1.29M Buy
51,000
+3,500
+7% +$100K 0.01% 923
2022
Q2 		$1.29M Sell
47,500
-42,500
-47% -$1.22M 0.01% 925
2022
Q1 		$2.57M Sell
90,000
-40,600
-31% -$1.15M 0.01% 940
2021
Q4 		$3.93M Buy
130,600
+18,900
+17% +$545K 0.01% 901
2021
Q3 		$3.11M Buy
111,700
+24,000
+27% +$692K 0.01% 1023
2021
Q2 		$2.45M Buy
87,700
+12,300
+16% +$355K 0.01% 959
2021
Q1 		$2.17M Buy
75,400
+15,900
+27% +$445K 0.01% 898
2020
Q4 		$1.68M Buy
59,500
+1,800
+3% +$51.1K 0.01% 929
2020
Q3 		$1.57M Buy
57,700
+12,700
+28% +$342K 0.01% 894
2020
Q2 		$1.16M Buy
45,000
+14,800
+49% +$385K 0.01% 876
2020
Q1 		$745K Sell
30,200
-16,400
-35% -$528K 0.01% 795
2019
Q4 		$1.67M Buy
46,600
+2,700
+6% +$90.5K 0.01% 889
2019
Q3 		$1.38M Buy
43,900
+14,700
+50% +$444K 0.01% 828
2019
Q2 		$905K Buy
29,200
+17,200
+143% +$533K 0.01% 976
2019
Q1 		$381K Buy
12,000
+8,400
+233% +$261K ﹤0.01% 1041
2018
Q4 		$102K Sell
3,600
-500
-12% -$15.2K ﹤0.01% 1124
2018
Q3 		$120K Buy
+4,100
New +$120K ﹤0.01% 1112

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capstone Investment Advisors's PPL Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in PPL Corp (PPL) in Q2 2026: 29,509 shares worth $1.07M. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in PPL as recently as Q4 2024.

Capstone Investment Advisors first reported a position in PPL in Q1 2016 and has held it in 22 quarters since. The position peaked at $4.81M in Q2 2016. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Capstone Investment Advisors held 29,509 shares of PPL Corp worth $1.07M as of Q2 2026.
  • PPL Corp was a new Capstone Investment Advisors position in Q2 2026.
  • PPL Corp made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #915 holding.
  • Capstone Investment Advisors first reported a position in PPL Corp in Q1 2016 and has held it in 22 quarters since.
  • Capstone Investment Advisors's PPL Corp position peaked at $4.81M in Q2 2016.
  • 1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.